Andres Gonzalez
Kitchener,ON
Summary
Business Banking Specialist with 7 years’ experience in the banking industry. Recipient of the 2021 Retail banking Legends Program Winner. Customer service professional who specializes in providing enhanced and effective financial advice for small business clients with addition to being a great asset to the team. Looking to transfer my well honed sales skills & tactics that I have learned over the years as a TD employee and am eager to transfer the various skills I have learned in the retail and corporate banking field and apply them in this new sales journey.
Overview
7
7
years of professional experience
Work History
Business Banking Specialist
TD Small Business Banking
03.2022 - Current
- Developed and implemented marketing and business plans.
- Met with customers to assess needs and propose customized solutions.
- Structured and finalized secured and unsecured loans.
- Reviewed, researched and corrected problems and discrepancies.
- Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
- Stayed up-to date with latest bank products and services for businesses.
- Verified business transactions to assess compliance with quality control standards.
Personal Banking Experience
TD Canada Trust
03.2019 - 03.2022
- Working with clients to establish, build, and maintain relationships with customers by understanding their needs and providing personalized financial solutions by opening accounts, providing investment advice, bank credit products, and empathetically assisting clients with estate procedures while assuring to complete these actions by acting like an owner, innovating with purpose, and executing with impact.
Customer Experience Coordinator
TD Canada Trust
07.2018 - 03.2019
- First point of contact to assist with clients with issues that a client may have brought forth
- Learned to work through ongoing difficult situations, complex transactions as I worked directly with Financial Advisors and Management
- Helped solve generic admin procedures for the branch and coordinated clients by booking appointments with the suitable advisor for the client’s needs.
Customer Experience Associate
TD Canada Trust
03.2017 - 06.2018
- Starting with the basics of banking and ensuring that customers leave with a legendary experience is how my journey at TD began
- It was essential to experience the journey of a CEA as I was able to confidently serve customers with their daily banking, appointments, upselling and making sure to be an example of how TD provides legendary service as we are the preferred bank.
Education
Police Foundations/Protections Security Investigations Graduate - Policing
Conestoga College
Doon Campus01.2016
High School Graduate - undefined
St Mary’s High School
01.2011
Skills
- Critical Thinking & problem solving
- Teamwork and collaboration
- Professionalism and strong work ethic
- Oral and written communication skills
- Business Development
- Banking principles
- Sales tactics
- Product presentation
- Subject matter expertise
Languages
Spanish
Native or Bilingual
Timeline
Business Banking Specialist
TD Small Business Banking
03.2022 - Current
Personal Banking Experience
TD Canada Trust
03.2019 - 03.2022
Customer Experience Coordinator
TD Canada Trust
07.2018 - 03.2019
Customer Experience Associate
TD Canada Trust
03.2017 - 06.2018
Police Foundations/Protections Security Investigations Graduate - Policing
Conestoga College
High School Graduate - undefined
St Mary’s High School
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